Below, we compare several outstanding B2B extensions developed by Amasty, Cart2Quote, AirBytes, and Ecomwise. All four Magento 2 wholesale extensions allow enhancing the default platform capabilities related to the work of sales representatives and dealers. The missing functionality is vital for most B2B websites. So, we’d like to draw your attention to all nuances of Sales Reps and Dealers by Amasty, Sales Representatives by Cart2Quote, Sales Staff by AirBytes, and Sales Agents and Dealers by Ecomwise to help you choose the module that suits your particular needs.'
Download / Buy Ecomwise Sales Agents and Dealers Magento 2 Extension (no longer available)
Since all four tools have the same purpose but slightly different functionality, we consider Amasty Magento 2 Sales Reps and Dealers extension as a standard. It will help us emphasize the difference between the B2B extensions.
Table of contents
Customers Can Select Dealers
We are always talking about all possible ways to improve the existing user experience of the platform. Therefore, it is necessary to start our comparison from features oriented towards your business partners. It is critical to let customers choose dealers they want to work with. Unfortunately, not every Magento wholesale module provides this opportunity.
The appropriate B2B feature is implemented brilliantly in Amasty Sales Reps And Dealers Magento 2 extension. The relevant option is available right in a customer account under the “My Dealer” tab. There is a drop-down list of dealers to choose from. Furthermore, the Magento 2 sales rep extension displays information about a dealer on the same page.
Note that a customer can select a dealer right during the registration, which also makes the default e-commerce experience much better, especially if your B2B partners are already working with your sales reps outside your storefront. The Magento dealer extension by Amasty adds the new field to the account creation page as follows:
As for Magento 2 Sales Rep by Cart2Quote, this Magento 2 B2B wholesale extension is based on a slightly different principle: you are the only person who can assign customers to backend administrators. We think that it is a drawback, but the module provides some unique features than our standard. Besides, it is integrated with other company’s products, so the available benefits compensate the missing functionality.
The same is about the AirBytes Sales Staff Magento 2 distributor module: a customer can’t select a sales representative, but sales representatives get some advanced features which are described below.
What about Sales Agents and Dealers by Ecomwise, you will ask? The situation is the same: customers can’t select Magento 2 sales agents. So, the only Magento dealer extension that provides customers with the ability to choose a sales representative is developed by Amasty.
Dealers Can Select Customers
It is also a great idea to allow dealers to select customers if you want to implement a robust Magento 2 sales representatives system. Each of the mentioned above Magento wholesale extensions provides its unique approach to the implementation of this idea. However, you will be surprised how the same feature differs from module to module.
The Amasty Sales Reps And Dealers Magento 2 module provides your representatives with the ability to edit customers, view and create orders and assign them to other dealers, and add new customers from the backend. Besides, the extension allows setting restrictions on the basis of customer groups: assign a dealer to a particular group, and he or she will be able to add customers to this group only.
In case of Cart2Quote, sales agents can only see orders, quotes, and questions of customers assigned to them. Thus, the sales representatives Magento 2 B2B module provides a limited set of dealer-oriented features.
Sales Rep by AirBytes offers a very interesting approach to sales staff. A dealer can search through the assigned customers, as well as create and assign new customers to his/her account. Besides, a representative can switch to a customer account on the frontend and create an order on behalf of his/her name.
One of the unique features available with the AirBytes sales reps Magento 2 module is related to order management on the frontend. Sales team members can edit created orders and change the price of items in the cart. Besides, dealers can add notes to their orders and keep track of communication history with clients.
The Ecomwise Sales Agents and Dealers module for Magento 2 allows creating a sales agent role and assign customers to it. Next, dealers can select customers assigned to this role and take their identity to place orders. The situation is similar to the mentioned above Magento sales rep extension by AirBytes.
The sales agent role holder can also create orders from the backend section. The process is illustrated in the screenshot below.
Control Over Sales Team
Now, when you know how customers and sales representatives interact with each other, it is necessary to describe features that enable control over both groups.
As mentioned above, Amasty allows assigning dealers to customer groups, so further access to unassigned customer groups is restricted. Besides, you can assign a dealer to order right from the order view page. If necessary, an order can be reassigned to a new sales representative.
Next, the extension adds a new column to the Order grid that shows dealers related to each order. Thus, the Amasty Sales Reps and Dealers Magento 2 module allows monitoring dealer performance right on the grid. Note that the column may be hidden by default, so you should enable it in the ‘Columns’ drop-down.
Alternatively, it is possible to view all orders assigned to each dealer separately via the dealer account in the backend.
The same is for customers:
The Cart2Quote Magento 2 Sales Representatives extension offers a much more limited set of features. The module provides two ways of control. First, it allows assigning a customer account to a salesperson. Alternatively, you can link orders, quote requests, and support tickets related to the same customer to different sales managers.
As for Sales Staff by AirBytes, this Magento wholesale module allows creating and managing sales staff in the backend. A store admin can assign a dealer to a customer group and specify a commission amount. Besides, it is possible to activate sales staff members manually. Visitors can still register on your e-commerce website as customers, but they should be approved by administrators to become dealers.
Any number of customers can be assigned to a sales representative via a convenient grid.
As for orders related to dealers, you can view them on a separate grid.
Sales Agents and Dealers by Ecomwise allows managing sales agents roles as well. It is possible to enable/disable a dealer account from the backend, as well as set permissions.
Assigning customers to a sales agent is possible via a dealer account in the Magento 2 admin section.
Note that the “Placed By” column is added to the Orders grid (the same principle as in case of Amasty), so you can quickly check who placed an order.
Now, when you know the core differences in the functionality of all four B2B sales reps Magento 2 modules, we can talk about their price. You can purchase Sales Reps and Dealers by Amasty for $189. As for Sales Representatives by Cart2Quote, it is the cheapest solution – its price starts at €99. Sales Staff by AirBytes costs ten times more – €999. The same is about Sales Agents and Dealers by Ecomwise.
Magento 2 Sales Representatives Extensions Comparison
|Customers Can Select Dealers||+|
|Dealers Can Select Customers||+||+||+|
|Assign Dealers to Customer Groups||+||+|
|Dealer Order Reassign||+||+|
|Enhanced Orders Grid||+||+||+|
|Link Quote Requests||+|
|Link Support Tickets||+|
|Notes with customer history||+|
|Edit order/cart item price||+|
|Login as Customer||+||+|
Let’s figure out particular e-commerce needs each Magento 2 sales representatives extension is suitable for. There are two enterprise-level extensions that cost €999 each. Not every merchant is ready to spend such budget on a single module. Therefore, both AirBytes and Ecomwise provide products suitable for middle and large e-commerce stores. The extensions are very similar in functionality since both allow dealers to log in as customers and create orders on behalf of your clients. Besides, AirBytes offers the following advantages over other modules:
- Possibility to set commission for dealers;
- Dealers can apply registration form on the frontend;
- Ability to include customer history in the order notes;
- Sales reps can edit orders and cart item price;
- Support for multiple stores.
Download / Buy Ecomwise Sales Agents and Dealers Magento 2 Extension (no longer available)
Cart2Quote demonstrates an absolutely opposite approach. The Sales Representatives Magento 2 module costs just €99, so it is the cheapest solution in our comparison. Note that the extension is limited when it comes to functionality, especially if you don’t use other modules by Cart2Quote, but it is excellent for those merchants who need a basic feature for the lowest price.
As for the Sales Reps and Dealers by Amasty, this Magento 2 wholesale extension seems to be the most suitable for all types of merchants. First of all, it provides a robust set of features, including the ability to select a dealer right during customer registration. Besides, you get advanced control over all sales representatives. At the same time, your clients can always change a dealer via a customer account. The extension doesn’t allow sales representatives to log in as customers to place orders, but dealers achieve the same goal by creating orders from the backend. Moreover, the Magento sales rep extension is almost as cheap as the solution by Cart2Quote.'